New User Experience: Manage Risks, Issues, and Changes

Nicole is a project manager. She is reviewing risks, issues, and change requests with her team for the projects that she manages. During the review process, Nicole creates, updates, and deletes rows in the three grids and records details about each new item.
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As a scrum master or project manager, you can create new risks, issues, and change requests in each project. Work with the team to mitigate the risk or if the impact is great enough, raise it as an issue. You can also submit a change request for stakeholders to review and approve.
Nicole is a project manager. She is reviewing risks, issues, and change requests with her team for the projects that she manages. During the review process, Nicole creates, updates, and deletes rows in the three grids and records details about each new item.
This section contains the following topics that helps a scrum master or a project manager perform various tasks using the
New User Experience
:
 
Verify Prerequisites
Verify that you have the required access rights to work with risks, issues, and changes. Refer to the following documentation for details:
  • See
    Project and Portfolio Management Access Rights
    for the complete list of access rights required for managing project risks, issues, and changes.
  • See the
    Project Manager
    section in New User Experience: Compare with Classic Clarity PPM for the access rights required to manage project risks, issues, and changes.
Personalize the Risks, Issues, or Changes Grids
You can personalize the columns that you want to view in the Risks, Issues, and Changes grids. 
Follow these steps:
  1. Open a project.
  2. Click
    Risks
    ,
    Issues
    , or
    Changes
    to navigate to the corresponding page.
  3. Click image2018-5-11 12:10:42.png 
    Column Panel
    .
    1. Select the columns that you want to show or hide.
    2. To close the column panel, click
      X Close
      .
  4. To move columns, drag-and-drop them.
  5. To pin a column to the left or right, click the column header 
     menu and select
    Pin Column
    . In the submenu, select
    Pin Left
    ,
    Pin Right
    , or
    No Pin
    .
  6. To resize a column, click the column divider line and drag left or right.
  7. To sort the grid, click a column heading. Each click toggles the ascending or descending sort order.
  8. To reset the grid to its default column settings, click the column header
    menu and select
    Reset Columns
    .
Create, Risks, Issues, or Changes
Your administrator can mark certain fields as required in Classic
Clarity PPM
. The required fields appear with an asterisk (*) on the Risks, Issues, and Changes tabs and must display on the grid for you to save a row on the grid.
Also, the administrator can designate some fields as "Value Required" and define default values for these fields in Classic
Clarity PPM
. The defaults values for the attributes are populated automatically.
The following image shows the Risks grid for a project.
RIC.jpg
Follow these steps:
  1. Open the project.
  2. Click Risks, Issues, or Changes to navigate to the corresponding page.
  3. To add a row at the top of the grid, click blue_plus_icon.pngthe plus icon
    Ensure that you select the mandatory fields using the column picker.
  4. To add a row below an existing row, right-click a cell in that row and select
    Insert Row Below
    .
    A new row gets added to the grid and the Name field is auto-populated with New Risk, New Issue, or New Change.
Add Multiple Risks, Issues, or Changes Rows
Follow these steps: 
  1. Open the Risks, Issues, or Changes tab for a project.
  2. Add multiple blank rows to the grid using either of the following options:
    • Click blue_plus_icon.pngthe plus icon at the top of the page.
    • Right-click a cell in an existing row and select the
      Insert Row Below
      option in the grid context menu
The page displays a maximum of 500 risks, issues, or changes for a project. Any unsaved rows that appear on the next page (not on the current page that you are on) get deleted when the page refreshes or the session times out. A page refresh happens when you perform the following actions:
  • Sort the grid
  • Select or unselect a column from the column panel
  • Click the pagination toolbar
  • Navigate away from the grid
  • Refresh the browser
Edit Risks, Issues, or Changes
As a Project Manager or decision maker, you can edit risks, issues, or changes:
  • Directly in the grid
  • By using the Details Panel often called the flyout window
Edit Risks, Issues, or Changes  Directly in the Grid
  1. Open a project. 
  2. Click Risks, Issues, or Changes to navigate to the corresponding page. 
  3. You can now perform the following actions depending on the columns:
    • Enter values directly in a column 
    • Select values from a drop-down list 
    • Select a date from the date picker
    • Enter or clear check marks
Edit Risks, Issues, or Changes By Using the Details Panel
The Details panel (often called the flyout window) has been introduced in 
New User Experience
 15.6.1. This panel allows project owners and business users with access rights to configure which fields appear on the Details panel. Users can drag-and-drop new fields to the layout, adjust their position on the form, and save your settings in a view. User configuration changes remain in place for the different layouts available on the current page (for example, grid, board, list, or timeline). Users can make these changes in an unsaved view or preserve them in saved views that can be shared with other users. The ability to add, position, and remove fields helps empower user productivity. Less time is spent navigating to other pages to locate a field.
Example
: Nicole is a project manager and quickly wants to review and select risks that need to be included in the project status report. She wants to add the Include in Status Reporting flag to the Details panel for risks. 
Risks Details.gif
Follow these steps
:
  1. Open a project. 
  2. Click Risks, Issues, or Changes to navigate to the corresponding page.
  3. Click any column associated with a risk, an issue, or a change to display the 
    Details
     tab. 
  4. Click
     CONFIGURE
     to display a list of all the attributes that are available. 
  5. Drag-and-drop the relevant attributes to the Details layout where they are now available as fields that can be viewed or edited. 
  6. Adjust the positions of fields on the Details layout by dragging and dropping them in relevant positions. 
  7. After finalizing your changes save your view if you want other users to benefit from your changes. 
Team Conversations on Risks, Issues, or Changes
You can start a conversation with an entire team from a risk, issue or change. The following steps describe how to start a team conversation on a sample risk. The procedure is the same for Issues or Changes.
Risks Conversations.gif
Follow these steps
:
  1. Navigate to the required Risks, Issues, or Change page.
  2. Click any cell associated with a risk, an issue, or a change. The
    DETAILS
    tab is displayed below theimage2018-5-11 12:10:42.png 
    Column Panel
    .
  3. Click the
    DETAILS
     tab. The Conversations pane is displayed.
  4. Enter your comments and click
    POST
Use Filters with Risks, Issues, or Changes
You can also use the Filters option on the Risk, Issues, or Changes pages to quickly sort through them and narrow down on ones that are relevant to your current business scenario.
Example: You want to review risks that are open and are above the threshold. You can use the filter on the these to quickly identify risks, issues, and changes and review them.
RIC Filters.jpg
To learn more about using Filters, review the Getting Started with the Clarity PPM New User Experience page. 
Create and Manage Views for Risks, Issues, or Changes
You can personalize the Risk, Issues, or Changes pages to see relevant columns and capture the required information quickly and efficiently. You can also save your personalization as views that you can access later. The saved views are also available to all users with access to the Ideas grid.
Example
: You want to review risks that are open and are above the threshold. You can use a couple of filters on the Risks page to identify appropriate risks. You can now save this layout as a view to ensure that you and your peers can quickly view risks that are open and are above the threshold.
RIC Views.jpg
To avoid creating multiple copies of nearly identical views, do not save a new view unless its properties are different from an existing view. A simple strategy is to create a core set of views that all users can share. Users can make small adjustments to these core views without necessarily saving new views. You can continue working in an unsaved view. However, to preserve your filters, settings, and grid configurations, save your view. 
To learn more about using views, review the Getting Started with the Clarity PPM New User Experience page. 
Export Risks, Issues, or Changes
As a Portfolio Manager or decision maker, you can export data in the Ideas grid to a comma-separated values (CSV) file and work offline or import data into other systems. To learn more about exporting data to CSV, review the Getting Started with the Clarity PPM New User Experience page. 
Delete Risks, Issues, or Changes 
To delete a risk, issue, or change row, right-click the row in the grid and click
Delete Row
. Deleting a risk, an issue, or a change also deletes any associated conversations.